Quick Stats

Bid Price - Offer Price -
Mid Price GBX 193.50 Day Change GBX +0.50 (0.26%)
Price Date 17 Oct 2017 Crown Rating 4
Shares Class Inc. Yield 2.49 %
Total Expense Ratio 1.71 Fund Size 53,554,171.62
Launch Date 01/03/2010 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.71
ISIN GB00B5NB7L44 Min TopUp (£) 100.00

Fund Objective

The Climate Assets Fund seeks to achieve long term capital appreciation and provide income by multi-asset allocation and multi-thematic investment. The fund invests around the world with a focus on investment opportunities arising from the convergence of climate change, resource scarcity and population shifts.

Fund Managers

William Buckhurst
William began his career in 2002 at Laing & Cruickshank Investment Management, which was acquired by UBS Wealth Management in 2004. He joined Quilter Cheviot in 2006 where, in addition to managing private client, pension and charity portfolios, he is the co-manager of the Libero Balanced Fund and the Climate Assets Fund and sits on Quilter Cheviot’s external fund selection committee.
Claudia Quiroz
Claudia is the Lead Fund Manager of our award winning sustainable investment strategy, the Climate Assets Fund. She also manages the Old Mutual Ethical Fund and segregated portfolios on behalf of private clients, pensions and charities with a focus on sustainable investment. Claudia holds an MBA from Cass Business School in London and joined Quilter Cheviot from Henderson Global Investors in 2009. She has over 15 years’ experience in Sustainable, Ethical & Responsible Investment and is a member of the Chartered Institute for Securities & Investment.